Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$827K Sell
18,330
-1,782
-9% -$80.4K 0.14% 143
2025
Q1
$945K Sell
20,112
-686
-3% -$32.2K 0.13% 156
2024
Q4
$1.17M Buy
20,798
+5,071
+32% +$286K 0.16% 116
2024
Q3
$811K Buy
+15,727
New +$811K 0.1% 189